Introducing iDialogue Form Builder

Collecting information from a Lead or Contact during the sales cycle is a balancing act. You need to collect “just enough” information to initiate a dialogue, but not inundate the prospect with too many requests for details like billing and shipping address until they are ready to purchase.

iDialogue room builder now supports a form builder for collecting essential information at any step in the quoting, sales, or contracting process.

• Add “SField” plugins to any room page layout.
• Delegate data entry to the customer. Saves Sales Reps time.
• Fewer back and forth emails to collect last mile details.
• Mobile friendly interface gives customers the convenience to submit orders from anywhere.
• Form submissions trigger regenerations of documents automatically.
• Improves data quality of closed-won opportunities.